[Red Envelope] 20,000 full-time records on day 44, currently: 160,000, an 8x increase. There are healthy disagreements and still opportunities. Keep eating meat!

Day 44 of my full-time record, currently at 160,000, an 8x increase. It’s a benign divergence, still opportunities, still eating meat! [Taoguba]
Like first, then watch, continuous limit-ups
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“Market fluctuations are normal. Temporary losses don’t mean failure. As long as you maintain a learning mindset and summarize lessons, you will eventually see the dawn of profit amid market ups and downs.”**
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Today’s operations:**
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New positions in China Electric Xinlong, Xiongtao Shares. Xinlong pulled back in the afternoon, Xiongtao hit a limit-up, overall today was pretty good.**

Sold off Electric Light Technology, Zeyu Intelligent, a small snack!

Today’s pre-market plan was all about low-position entries; there’s no situation of being unable to keep up. Congratulations to the followers who caught up and ate meat with Brother Feng!

Many followers might wonder why Brother Feng speaks little during trading hours and replies slowly. Here’s the reason: since only a few followers reply under the posts, I mainly focus on monitoring the market during trading. I rarely look at Taoxian to comment, so naturally my attention is here!

1. Today’s Review

The index continued its recovery and rebound, as expected. Today, the ChiNext led the rally, rising over 2% intraday, approaching previous highs. Although ChiNext fell significantly in recent days, the rebound was quick, and today’s recovery erased the previous bearish candles caused by conflicts. The next step is to aim for the previous highs. The main index still closed slightly higher, continuing to oscillate and recover upward. As long as there’s no large-scale decline, there are buying opportunities at low levels. The performance of individual stocks was average; over 3,200 stocks declined today, but large drops were limited. Market sentiment remained stable, with a volume of 2.53 trillion yuan, slightly up by about 110 billion from yesterday. Recent volatile market conditions have kept trading volume around 2.5 trillion.

2. Sector Analysis

Rotation continues rapidly. In the morning, the focus was on CATL’s solid-state batteries, photovoltaics, which rebounded strongly. In the afternoon, the rotation shifted to chemicals, oil, electricity, and coal, which led the gains. By the close, banks also saw a rally. Today’s market saw over a dozen sectors rotating; after a surge, they pulled back, with no clear direction. Without a main theme, trading becomes difficult. This is the current market pattern—most of the year is characterized by such rotation. Only during certain periods does a main theme drive sentiment and profit opportunities. When there is a main theme, it’s best to hold heavy positions; without it, control your positions carefully. In a rotation market, it’s like playing wild.

1) Smart Grid

The sector showed slight divergence today, with a brief pause at high levels and continued gains at low levels. Shunnan Co. surged briefly then pulled back. As long as it stays above the 5-day moving average and maintains oscillation, there’s no big problem, and further rises are possible. Other low-level stocks like Zhongzhi Technology, Fengfan Shares, Huabao New Energy, Sanyou Lianzhong are still catching up. Another important stock in this sector is Yunnan Energy Holdings, which is a high flyer and a major focus of capital. You may choose not to trade it, but don’t ignore it. As long as it remains stable, sector sentiment stays stable. Today, the sector formed a red doji star. If it doesn’t move higher tomorrow, short-term consolidation is expected. But as long as individual stocks in the sector aren’t bad—meaning high-level stocks don’t fall sharply, and low-level stocks continue to catch up—this is a healthy trend. Low-level stocks with good trends can be further explored. The sector has recently performed well despite conflicts, with no signs of significant decline, showing strength. Other sectors are rotating quickly, and after minor divergence, they remain the preferred choice for funds. So, in the short term, look for opportunities on dips. Currently, stocks like Xintian Technology, Tonghe Technology, Linyang Energy, Chint Power, Suwen Electric, State Grid Information, and Electric Power Research Institute are still good.

2) Photovoltaics and Solid-State Batteries

Today, the sector experienced another wave of rotation and rally. In the morning, CATL surged by over 7% intraday, but the momentum wasn’t sustained. In the afternoon, chemical and other sectors rotated, and photovoltaics continued to decline. The intra-day strength was limited, and tomorrow’s continuation looks difficult. The sector is showing a pulse-like rotation; chasing is not recommended. Yesterday’s collective rebound in tech sectors has faded, and the same applies moving forward—high sell high, low buy low.

3) Chemicals and Oil

Today, conflict-related sectors rebounded, with chemicals leading the gains. Oil also saw a slight increase. The rise in chemicals was driven by conflict-induced price increases, another rotation pattern. The sector that performed well earlier, Jinniu Chemical, is now less attractive for chasing. Tomorrow, these sectors are unlikely to sustain gains. It’s better to watch rather than buy the dip now; there’s little value in bottom-fishing during this period.

4) Commercial Aerospace

The sector remained lukewarm, mainly focusing on aerospace development. Today, it oscillated slightly. It’s at a short-term resistance level—whether it can break through and challenge previous highs depends on whether the rebound can continue. If it breaks through, it’s a good entry point. Today at noon, stocks like Goldwind Technology, Luxin Venture Capital, Aerospace Power had a sharp move. The sector has adjusted enough; some stocks are starting to show signs of stabilization at low levels. Keep an eye out for low-cost entry opportunities.

The computing power sector did not perform as expected today. Most stocks continued a slight pullback, with Ningbo Construction making a 4-board turnover. But further upward movement is limited by recent short-term resistance. Only if it continues to rise can it drive a sector rebound.

Let me clarify one thing: Brother Feng is not a god, and I can’t be right every time.

What I can do is rely on my experience and skills to help you select higher-quality, safer, and higher-probability targets.

The market is all about probabilities—no one can predict 100%. Our goal isn’t to win every trade but to increase the chances of making money, aiming for more gains and fewer losses.

As long as you stick to this principle, long-term steady compound growth is guaranteed, and the results will be good.

All the content I share is for your reference. If you find it useful and agree, add it to your watchlist and manage it yourself.

Brother Feng’s pace is fast, and many friends find it hard to keep up. Don’t force yourself—find a rhythm that suits you. Steady progress is more important than anything.

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These small free interactions are very important—they directly affect recommendations and exposure, giving us the confidence to reach more people and go further.

Every genuine like and thoughtful comment is the most sincere support from everyone.

We never demand; we just hope those willing to stay can support this place in the simplest, easiest way.

That’s enough—work within your capacity, and thank you for every sincere gesture.